JPMORGAN Mutual Fund Quote

JOBBX Fund  USD 26.06  0.02  0.08%   
Market Performance
11 of 100
Odds Of Distress
Less than 1
JPMORGAN SMARTRETIREMENT is trading at 26.06 as of the 27th of January 2023; that is 0.08% increase since the beginning of the trading day. The fund's open price was 26.04. JPMORGAN SMARTRETIREMENT has a very small chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for JPMORGAN SMARTRETIREMENT BLEND are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2022 and ending today, the 27th of January 2023. Click here to learn more.
The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. JPMorgan SmartRetirement is traded on NASDAQ Exchange in the United States. More on JPMORGAN SMARTRETIREMENT BLEND


Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. JPMORGAN SMARTRETIREMENT's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding JPMORGAN SMARTRETIREMENT or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of JPMORGAN SMARTRETIREMENT's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Startdate12th of February 2019
JPMORGAN SMARTRETIREMENT BLEND [JOBBX] is traded in USA and was established 27th of January 2023. The fund is listed under Target-Date 2040 category and is part of JPMorgan family. JPMORGAN SMARTRETIREMENT currently has accumulated 1.82 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 4.48%.
Check JPMORGAN SMARTRETIREMENT Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on JPMORGAN Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JPMORGAN Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as JPMORGAN SMARTRETIREMENT BLEND Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.



Based on a normal probability distribution, the odds of JPMORGAN SMARTRETIREMENT jumping above the current price in 90 days from now is roughly 2.49%. The JPMORGAN SMARTRETIREMENT BLEND probability density function shows the probability of JPMORGAN SMARTRETIREMENT mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon JPMORGAN SMARTRETIREMENT BLEND has a beta of -0.113. This indicates as returns on benchmark increase, returns on holding JPMORGAN SMARTRETIREMENT are expected to decrease at a much lower rate. During the bear market, however, JPMORGAN SMARTRETIREMENT BLEND is likely to outperform the market. Additionally, the company has an alpha of 0.2063, implying that it can generate a 0.21 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 26.06HorizonTargetOdds Above 26.06
97.46%90 days
Based on a normal probability distribution, the odds of JPMORGAN SMARTRETIREMENT to move above the current price in 90 days from now is roughly 2.49 (This JPMORGAN SMARTRETIREMENT BLEND probability density function shows the probability of JPMORGAN Mutual Fund to fall within a particular range of prices over 90 days) .


Investors will always prefer to have the highest possible return on investment while minimizing volatility. JPMORGAN SMARTRETIREMENT market risk premium is the additional return an investor will receive from holding JPMORGAN SMARTRETIREMENT long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in JPMORGAN SMARTRETIREMENT. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although JPMORGAN SMARTRETIREMENT's alpha and beta are two of the key measurements used to evaluate JPMORGAN SMARTRETIREMENT's performance over the market, the standard measures of volatility play an important role as well.


Picking the right benchmark for JPMORGAN SMARTRETIREMENT mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in JPMORGAN SMARTRETIREMENT mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for JPMORGAN SMARTRETIREMENT is critical whether you are bullish or bearish towards JPMORGAN SMARTRETIREMENT BLEND at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in JPMORGAN SMARTRETIREMENT without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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The danger of trading JPMORGAN SMARTRETIREMENT BLEND is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of JPMORGAN SMARTRETIREMENT is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than JPMORGAN SMARTRETIREMENT. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile JPMORGAN SMARTRETIREMENT is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please see Risk vs Return Analysis. Note that the JPMORGAN SMARTRETIREMENT information on this page should be used as a complementary analysis to other JPMORGAN SMARTRETIREMENT's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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When running JPMORGAN SMARTRETIREMENT price analysis, check to measure JPMORGAN SMARTRETIREMENT's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMORGAN SMARTRETIREMENT is operating at the current time. Most of JPMORGAN SMARTRETIREMENT's value examination focuses on studying past and present price action to predict the probability of JPMORGAN SMARTRETIREMENT's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JPMORGAN SMARTRETIREMENT's price. Additionally, you may evaluate how the addition of JPMORGAN SMARTRETIREMENT to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between JPMORGAN SMARTRETIREMENT's value and its price as these two are different measures arrived at by different means. Investors typically determine JPMORGAN SMARTRETIREMENT value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMORGAN SMARTRETIREMENT's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.